UHNW Client Service Analyst

AlTi Tiedemann Global; Wilmington (DE); On-site; USD 55,000 - 75,000; Full time

Job summary

AlTi Tiedemann Global in Wilmington is seeking a Client Service Analyst to join our East Coast UHNW client service team. This role supports Advisors, prepares account paperwork, and coordinates account openings and closings, including SMAs and brokerage.

You will handle cash and security movements, work with custodians and internal teams, and ensure billing accuracy while supporting a fast-paced, professional environment. This position offers growth as we expand our UHNW services.

Qualifications

• Bachelor’s degree in Finance or Business preferred.
• 0-3 years’ experience within financial services.
• Must be motivated with a desire to learn and grow professionally.
• High attention to detail with the ability to work in a fast-paced team environment.

Responsibilities

• Partner with assigned Client Service Team to service UHNW clients.
• Support Advisors with new and existing client accounts and ongoing client service.
• Prepare new account paperwork, contracts, and subscription agreements.
• Facilitate opening and closing of accounts including SMAs and brokerage.
• Manage cash and security movements including deposits, withdrawals, gifting, wires, and journals.
• Collaborate with custodians and internal Operations to ensure requests are processed correctly.
• Review billing for accuracy.

Skills

Attention to detail

Microsoft Office

Excel

PowerPoint

Adobe Acrobat

Teamwork

Education

Bachelor's degree in Finance or Business

Tools

Excel

Adobe Acrobat

PowerPoint

Job description

AlTi Tiedemann Global in Wilmington is seeking a Client Service Analyst to join our East Coast UHNW client service team. This role supports Advisors, prepares account paperwork, and coordinates account openings and closings, including SMAs and brokerage.

You will handle cash and security movements, work with custodians and internal teams, and ensure billing accuracy while supporting a fast-paced, professional environment. This position offers growth as we expand our UHNW services.